SWA

Sightline Wealth Advisors Portfolio holdings

AUM $207M
1-Year Est. Return 10.23%
This Quarter Est. Return
1 Year Est. Return
+10.23%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$107M
AUM Growth
+$6.49M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
74
New
Increased
Reduced
Closed

Top Buys

1
+$2.88M
2
+$2.8M
3
+$1.77M
4
IBDR icon
iShares iBonds Dec 2026 Term Corporate ETF
IBDR
+$1.35M
5
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$1.07M

Top Sells

1
+$2.59M
2
+$2.18M
3
+$1.22M
4
VO icon
Vanguard Mid-Cap ETF
VO
+$1.09M
5
XSOE icon
WisdomTree Emerging Markets ex-State-Owned Enterprises Fund
XSOE
+$644K

Sector Composition

1 Real Estate 1.73%
2 Technology 1.31%
3 Consumer Discretionary 1.14%
4 Healthcare 0.48%
5 Consumer Staples 0.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$22.6M 21.14%
159,790
-18,298
2
$8.26M 7.72%
486,626
+4,340
3
$7.18M 6.7%
318,162
-3,654
4
$5.94M 5.54%
286,578
+39,008
5
$5.37M 5.02%
38,961
+20,301
6
$3.72M 3.47%
155,261
-6,518
7
$3.69M 3.45%
8,636
+26
8
$2.96M 2.76%
49,292
-611
9
$2.88M 2.69%
+41,312
10
$2.87M 2.68%
10,556
+1,665
11
$2.66M 2.48%
7,423
-265
12
$2.11M 1.97%
48,252
+2,747
13
$1.91M 1.78%
25,408
+1,286
14
$1.85M 1.73%
81,841
15
$1.81M 1.69%
8,703
-5,212
16
$1.77M 1.65%
+29,774
17
$1.56M 1.46%
30,165
+24
18
$1.35M 1.26%
+57,826
19
$1.32M 1.23%
59,704
+29,972
20
$1.22M 1.14%
5,284
21
$1.16M 1.08%
4,921
+6
22
$1.07M 1%
+10,341
23
$1.04M 0.97%
10,349
-21,736
24
$1.03M 0.96%
6,989
-57
25
$1M 0.93%
+41,050
1
2 3